Assistant Relationship Manager
- Employer
- Aquis Search, EA Licence No: 16S8125
- Location
- Hong Kong, Hong Kong
- Salary
- Competitive
- Closing date
- Oct 1, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
- Provide support to Relationship Managers in servicing clients, focusing on sustainable long-term client relationships, built on trust and mutual respect.
- Provide highest professional level of client and account administration services with focus on accuracy and efficiency, including timely completion of administrative tasks
- Conduct a sustainable business in line with regulatory expectations and the Bank's Code of Conduct/directives/policies/processes.
- Maintain personal 'Fit & Proper' requirements and always fulfil industry competence/regulatory/notification requirements.
- Apply the highest standards in respect of client onboarding, investment suitability, quality of investment advice, banking and trading transactions, client monitoring, account reviews as well as documentation of client interaction - to ensure ongoing compliance with all applicable directives, rules & regulations.
- Meet individual targets as per own BSC and attend all relevant meetings/trainings.
- Understand the profile/needs of clients well to be able to match the firm's offering with client requirements.
- Meet the day-to-day servicing requirements of all clients (eg execute client transactions timely, ensure minimal errors, avoid complaints, avoid trading errors).
- Make recommendations to Relationship Managers related to client portfolio opportunities and manage the costs in a sensible and entrepreneurial manner.
- Understand and use the firm's platform and offering responsibly, ensuring resources (eg Investment Services, Wealth Planning, Credit, Trading & Treasury, PBA Portal) are used effectively.
- Be punctual, attend phones calls, cover lunch duty and backup other ARMs (expected and unexpected absences as assigned) in a prompt, efficient and professional manner.
- Train and help new ARM / new team member on system and day-to-day tasks and responsibilities.
- Support of marketing events/ functions.
- Serve as a brand ambassador for the culture and values of the firms during interaction with clients/stakeholders and in public behaviour.
- Continuously upgrade your skills and knowledge base (whilst at least fulfilling annual regulatory training requirements), on markets, products, research, etc., to discharge your role/duties in a satisfactory manner.
- Always interact/communicate respectfully with all stakeholders (internal/external) and exhibit impeccable behaviour in day-to-day business.
- Handle/support any additional task/ad hoc project as required/assigned.
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert